Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms
Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has extended its award-winning product suite with the launch of CLMi. Designed specifically to meet the requirements and budgets of mid-tier discretionary fund and investment managers CLMi helps relationship managers to prioritise daily work, meet regulatory obligations through industry tested business processes, and facilitate […]
